|
801
|
Swan Global Investments
Durango,
Colorado
|
$3.61M
|
+$3.6M
|
+9,084
|
New
|
|
|
802
|
one8zero8 LLC
Greensboro,
North Carolina
|
$3.6M
|
–
|
–
|
–
|
|
|
803
|
Peterson Wealth Services
South Ogden,
Utah
|
$3.58M
|
–
|
–
|
–
|
|
|
804
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$3.58M
|
+$792K
|
+2,000
|
+29%
|
|
|
805
|
Northstar Advisory Group
Northfield,
New Jersey
|
$3.52M
|
+$1.42M
|
+3,581
|
+68%
|
|
|
806
|
Allworth Financial
Folsom,
California
|
$3.52M
|
-$616K
|
-1,557
|
-15%
|
|
|
807
|
Level Four Advisory Services
Dallas,
Texas
|
$3.51M
|
-$208K
|
-526
|
-6%
|
|
|
808
|
Optimize Financial
Laguna Hills,
California
|
$3.51M
|
-$11.9K
|
-30
|
-0.3%
|
|
|
809
|
Sound Capital Solutions
Naples,
Florida
|
$3.51M
|
+$3.5M
|
+8,843
|
New
|
|
|
810
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$3.5M
|
-$433K
|
-1,094
|
-11%
|
|
|
811
|
Coppell Advisory Solutions
Coppell,
Texas
|
$3.49M
|
-$495K
|
-1,251
|
-35%
|
|
|
812
|
HUB Investment Partners
Austin,
Texas
|
$3.45M
|
+$255K
|
+643
|
+8%
|
|
|
813
|
Cornerstone Capital
Palo Alto,
California
|
$3.44M
|
–
|
–
|
–
|
|
|
814
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$3.43M
|
-$51.9K
|
-131
|
-1%
|
|
|
815
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$3.43M
|
+$85.5K
|
+216
|
+3%
|
|
|
816
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$3.42M
|
+$91K
|
+230
|
+3%
|
|
|
817
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$3.41M
|
-$105K
|
-266
|
-3%
|
|
|
818
|
Ritholtz Wealth Management
New York
|
$3.41M
|
+$88.3K
|
+223
|
+3%
|
|
|
819
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$3.4M
|
-$4.71M
|
-11,897
|
-58%
|
|
|
820
|
BOK Financial
Tulsa,
Oklahoma
|
$3.4M
|
+$6.73K
|
+17
|
+0.2%
|
|
|
821
|
Hancock Whitney
Gulfport,
Mississippi
|
$3.4M
|
-$363K
|
-917
|
-10%
|
|
|
822
|
Harber Asset Management
Asheville,
North Carolina
|
$3.4M
|
+$3.38M
|
+8,550
|
New
|
|
|
823
|
Parallax Volatility Advisers
San Francisco,
California
|
$3.39M
|
+$2.26M
|
+5,712
|
+203%
|
|
|
824
|
Barbara Oil Co
Chicago,
Illinois
|
$3.38M
|
–
|
–
|
–
|
|
|
825
|
Trueblood Wealth Management
Lima,
Ohio
|
$3.38M
|
+$117K
|
+296
|
+4%
|
|
